Western Wealth Management’s SoFi Technologies SOFI Stock Holding History

Western Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-47,473	Closed	-$314K	–	765
2024 Q2	$314K	Buy	47,473 +762	+2%	+$5.37K	0.02%	483
2024 Q1	$341K	Buy	+46,711	New	+$371K	0.03%	469
2023 Q4	–	Sell	-21,150	Closed	-$169K	–	712
2023 Q3	$169K	Buy	+21,150	New	+$186K	0.01%	624

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Western Wealth Management's SOFI Position: Q3 2024 in Review

Western Wealth Management sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 47,473 shares — an estimated $314K sold.

Western Wealth Management first reported a position in SOFI in Q3 2023 and held it in 3 quarters. The position peaked at $341K in Q1 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

Western Wealth Management reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
Western Wealth Management sold 47,473 SoFi Technologies shares in Q3 2024, an estimated $314K.
Western Wealth Management first reported a position in SoFi Technologies in Q3 2023 and held it in 3 quarters.
Western Wealth Management's SoFi Technologies position peaked at $341K in Q1 2024.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.